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Financial Advisor / Financial Planner in Montana
Financial advisors help individuals and families plan for retirement, invest wisely, and protect their wealth — building long-term client relationships that generate recurring income. Top advisors earn well into six figures, and the CFP credential opens doors to the most trusted and lucrative client relationships.
$91,574
MT Median Salary
13%
Growth Rate
4–6 years
Training
💰 Financial Advisor / Financial Planner Salary in Montana
Estimated salary range for Financial Advisor / Financial Planners in Montana, based on BLS national data adjusted for regional cost of living.
🎓 Financial Advisor / Financial Planner Licensing in Montana
Credential required: CFP (Certified Financial Planner) + Series 65 or 66
Requirements may vary slightly by state. Always verify current licensing requirements with the Montana state licensing board before enrolling.
Schools and programs related to Financial Advisor / Financial Planner in Montana
These listings are shown as related training options for Financial Advisor / Financial Planner in Montana. Before enrolling, compare program length, total cost, credential outcomes, and how well each option matches local employer demand.
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Fort Peck Community College
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Miles Community College
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Helena College University of Montana
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Dawson Community College
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Highlands College of Montana Tech
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Flathead Valley Community College
How to compare these options
- Look for programs that align with the most common hiring path for Financial Advisor / Financial Planner in Montana.
- Ask whether graduates are prepared for any required credential, license, or employer screening step.
- Compare cost, completion time, and schedule before making a final decision.
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